Learn Insurance Canada

An overview of insurance business practices from the broker’s perspective. A skills-based course concentrating on the needs of personal lines clients and small commercial risks; immediately useful – especially to the junior broker. Begins by introducing the broker as insurance intermediary. You are given insights into the skills that a typical broker will use to perform effectively. You will follow the progress of a risk from initial contact with the client through the evaluation and application process, to binding and policy documents. In this course, you will also review the major product lines and common policy transactions that a broker handles. We strongly recommend that you take C11, C12, C13, and C14 before this one.

Chapter Outlines:

• The Role of Insurance Intermediary 
• Overview of Broker "Soft" Skills 
• Practical Risk Analysis 
• Completing the Application 
• From Binder to Policy 
• Analyzing Risks and Coverages: Property 
• Analyzing Risks and Coverages: Automobile 
• Analyzing Risks and Coverages: Liability 
• Overview of Common Insurance Transactions 
• Broker’s Role in Claims Process 

Past Exams Without Answers:

• April 2004
• July 2004